Account Executive/Loan Officer Training Class
What: Account Executive/Loan Officer Hybrid Training Class
Where: Bellagio Hotel - Las Vegas, NV
When: Thursday & Friday, July 17-18, 2025
Learning Objectives:
Learning Objectives:
- Deal Evaluation Process
- Contracts, P.O.'s and Vendor Agreements
- Invoice Verification Procedures
- Checking the Paper Trail
- Reviewing and Approving Debtor Credit Limits
- Incoming Transactions & Compliance
- Dealing with Credit Memos
- Reserve Management
- Management of the Accounts Receivable Aging
- Monitoring Tax Payments
- Collection Procedures
- Specific Industry Concerns and Pitfalls
- Client Service Techniques
- Working with Government Contracts
- Management Policies and Strategies
- Documentation and Compliance Procedures
- Assignment Procedures and Issues
Legal Counsel will be provided by Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A.
Note: Schedule subject to change.
For further information and to REGISTER for this event go to www.factoringconference.com
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31st Annual IFA Factoring Conference
What: 31st Annual IFA Factoring Conference
Where: JW Marriott Desert Springs, Palm Desert, CA
When: May 7-9, 2025
Topics covered will be updated when available.
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. will be speakers at this event.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
2025 Presidents & Senior Executives Meeting
What: 2025 Presidents & Senior Executives Meeting
Where: Solaz Resort, Los Cabos, Mexico
When: January 29-31, 2025
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2025
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
- Additional Topics TBA
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will provide legal counsel.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
Account Executive/Loan Officer
What: Account Executive/Loan Officer Hybrid Training Class
Where: Bellagio Hotel - Las Vegas, NV
When: Thursday & Friday, July 25-26, 2024
Learning Objectives:
- Deal Evaluation Process
- Contracts, P.O.'s and Vendor Agreements
- Invoice Verification Procedures
- Checking the Paper Trail
- Reviewing and Approving Debtor Credit Limits
- Incoming Transactions & Compliance
- Dealing with Credit Memos
- Reserve Management
- Management of the Accounts Receivable Aging
- Monitoring Tax Payments
- Collection Procedures
- Specific Industry Concerns and Pitfalls
- Client Service Techniques
- Working with Government Contracts
- Management Policies and Strategies
- Documentation and Compliance Procedures
- Assignment Procedures and Issues
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will provide legal counsel.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
30th Annual IFA Factoring Conference
What: 30th Annual IFA Factoring Conference
Where: Fontainbleau Hotel - Miami Beach, FL
When: Wednesday May 1 - Friday May 3, 2024
Some of the Topics Covered:
- Transportation Factoring
- Navigating Business and Legal Challenges in Factoring
- Factoring 101
- AI's Marketing Potential
- Credit & Debtor Protection
- Cyber Security &* Cyber Insurance
- Financial Disclosures & Regulations
Michael W. Ullman, Esq and Jared A. Ullman, Esq. will be speaking at this event.
Note: Schedule Subject to Change.
For Further information and to REGISTER for this event go to: www.factoringconference.com
2024 Annual Presidents & Senior Executives Meeting
What: 2024 Annual Presidents & Senior Executives Meeting
Where: The Westin at Frenchman's Reef, St. Thomas, USVI
When: January 31 - February 2, 2024
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2024
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will provide legal counsel.
Note: Schedule Subject to Change.
For Further information and to REGISTER for this event go to: www.factoringconference.com
Account Executive/Loan Officer Hybrid Training Class
What: Account Executive/Loan Officer Hybrid Training Class
Where: Bellagio Hotel - Las Vegas, NV
When: Thursday and Friday, July 27-28, 2023
Learning Objectives:
- Deal Evaluation Process
- Contracts, P.O.'s and Vendor Agreements
- Invoice Verification Procedures
- Checking the Paper Trail
- Reviewing and Approving Debtor Credit Limits
- Incoming Transactions & Compliance
- Dealing with Credit Memos
- Reserve Management
- Management of the Accounts Receivable Aging
- Monitoring Tax Payments
- Collection Procedures
- Specific Industry Concerns and Pitfalls
- Client Service Techniques
- Working with Government Contracts
- Management Policies and Strategies
- Documentation and Compliance Procedures
- Assignment Procedures and Issues
Legal counsel will be provided by Michael Ullman, Esq. and Jared Ullman, Esq.
29th Annual Factoring Conference
What: 2023 Annual Factoring Conference
Where: Roosevelt Hotel - New Orleans, LA
When: Thursday & Friday, May 11 - 12, 2023
The Schedule:
Thursday & Friday, May 11-12, 2023
Some of the Topics Covered:
Event details will be posted below as they become available.
2023 Annual Presidents & Senior Executives Meeting
What: 2023 Annual Presidents & Senior Executives Meeting
Where: Archer Hotel - Napa California
When: Thursday & Friday, February 2-3, 2023
The Schedule:
Thursday & Friday, February 2-3, 2023
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2023
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
- Additional Topics TBA
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will provide legal counsel.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
Exit Strategies & Workouts Training Class
What: Exit Strategies & Workouts Training Class
Where: Planet Hollywood Resort and Casino - Las Vegas, NV
When: Monday & Tuesday, October 10 - 11, 2022
Some of the Topics Covered Will Be:
- Warning Flags
- Slow Down of Payments
- Excessive Short Payments
- Change in Ownership
- Sloppy Paperwork
- Communication Issues (or Non-Communication)
- Exit Plan and Action Plan
- Review Docs
- Tightening Controls
- Document Communications
- Renotification to Debtors
- Dropping the Hammer
- Damage Control
- Filing TRO's
- Criminal vs. Civil Action
- Getting Paid Out
- Secondary Steps
- Encourage Client to Find Alternate Funding
- Use of Turnaround Consultants
- Bankruptcy
- Filing Considerations
- Future Filing Planned
- Filing Performed in the Past
- Fraud
- Transgressions
- Collusion
- Using Attorneys
- Contacting Authorities
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will be Instructors at this event.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
